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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,846 | $85,515-34.7% | $112,040-50.2% | $67,986-17.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 38.26% | 29.68%+8.6pp | 24.52%+13.7pp | 31.67%+6.6pp |
| Employer contribution / active EE | $3,396 | $2,191+55.0% | $2,954+15.0% | $2,019+68.2% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |